Recent Top Picks | StockChase
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Compiling comments that experts make about stocks while on public TV.

Recent Top Picks

Date Signal Company Expert Opinion Price
2017-09-20 TOP PICK Apple
AAPL-Q
Zachary Curry

This keeps you in the eco system, which is extremely profitable for them. The apps and the music side is keeping you in there. The iPhone 8 and iPhone X should be positive heading into the holiday season. Also, it is not trading at an outrageous multiple. Dividend yield of 1.6%. (Analysts’ price target is $180.)

Price:
$156.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-20 TOP PICK Accenture-Ltd.
ACN-N
Zachary Curry

More and more people are moving to the Cloud and not knowing how to do it. Production for this company is helping companies do it. That will grow, grow and grow in his view. Has a huge cash horde, and are very good at integrating acquisitions. Sees it in the $150-$160 range in a year. Dividend yield of 1.8%. (Analysts’ price target is $138.)

Price:
$138.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-20 TOP PICK Altagas-Ltd
ALA-T
Zachary Curry

Subscription Receipts. They did a big deal with the WGL in Washington, and there is a bit of pressure there, but positive and the fact that you get your $31 back if the deal doesn’t work, and a 7% monthly income to wait. Dividend yield of 7.3%. (Analysts’ price target is $33.)

Price:
$28.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-19 TOP PICK Celgene-Corp
CELG-Q
Gordon Reid

This has done extremely well. It is growing quickly. Has a good pipeline with 4 drugs that he believes could be $1 billion or more in revenue. The biggest property they own is Revlimid. They concentrate on cancer treating drugs. Not inexpensive, but is reasonably priced. Thinks that next year they will do $8 a share in earnings, less than 20X, and growing at a rapid rate. (Analysts’ price target is $156.)

Price:
$143.470
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-09-19 TOP PICK Lear-Corp.
LEA-N
Gordon Reid

Automotive seating systems. Trading at less than 9X earnings. Growing rapidly and well-managed. The auto industry is more than just North America. About 17 ½ million units out of N.A., 22 million out of Europe and about 26 million out of China. Dividend yield of 1.2%. (Analysts’ price target is $167.)

Price:
$166.300
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-09-19 TOP PICK Methanex-Corp
MX-T
Nick Majendie

The world’s largest producer of methanol, but it tends to track energy prices broadly. Feels there is excellent demand growth over the next number of years, which this company will participate in. They’ve done all of their greenfield expansion over the last number of years, so will be generating a lot of free cash flow in an environment where he expects methanol prices to be between $350 and $400 over the next 5 years. Dividend yield of 2.3%. (Analysts’ price target is $57.)

Price:
$64.330
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-19 TOP PICK Priceline.com-Inc.
PCLN-Q
Gordon Reid

This has been one of the best performing stocks in the NYSE’s history. Had owned this about 15 years ago at $19, but the multiple is lower today than it was then. They will make somewhere in the neighbourhood of $78 a share in earnings this year, and may even touch $90 a share next year. They’ve been very acquisitive over their lifespan. (Analysts’ price target is $2,100.)

Price:
$1859.780
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-09-19 TOP PICK Peyto-Exploration--and--Develop.
PEY-T
Nick Majendie

The lowest cost gas producer in Alberta. He really likes management. They’ll produce BOE’s next year close to 120,000 a day with 53 employees, where over the last 5 years it was between 50 and 55. Very efficient. Natural gas prices have been improving lately. Dividend yield of 6.4%. (Analysts’ price target is $30.)

Price:
$20.910
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-19 TOP PICK Yamana-Gold-Inc.
YRI-T
Nick Majendie

Has been a disappointing performer and selling at a discount. There was a lot of worry amongst investors and some analysts about the balance sheet because of their building of the new mine Serra Morro, which is now 90% complete, and will increase their cash flow 20%, if not 30% when it is in full production. People are worried it might breach their debt covenants, resulting in an equity issue, but he heard they had hedged 60% of next year’s gold production, and 70% of copper production, at prices above what they had budgeted for. In addition, Serra Morro will see them increase their silver production by about 40%. Dividend yield of 0.8%. (Analysts’ price target is $3.50.)

Price:
$3.390
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-18 TOP PICK Boyd-Group-Income-Fund
BYD.UN-T
Jason Del Vicario

An auto body company, a very high ROE generator. The auto body business is fairly fragmented and this company has been a consolidator. He picked this because they have come off from their highs of about $102. A very, very well-run company. Dividend yield of 0.6%. (Analysts’ price target is $110.)

Price:
$91.620
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-18 TOP PICK CASH
CASH
Josef Schachter

You need some buying power for later in the year.  There will be a lot of buying opportunities.

Price:
$0.010
Subject:
ENERGY & ENERGY SERVICE STOCKS
Bias:
BEAR on OIL
Owned:
Yes
2017-09-18 TOP PICK CCL-Industries--B-
CCL.B-T
Jason Del Vicario

This has a core business in packaging and labelling. They did a transformational acquisition where they bought Avery Labels, and more recently bought Innovia out of the UK, which literally prints plastic money, in Canada, Australia and the UK. It has come off recently from its highs. They’ve been increasing their earnings and dividends. A very well-run company. Dividend yield of 0.8%. (Analysts’ price target is $68.50.)

Price:
$56.980
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-18 TOP PICK Constellation-Software-Inc.
CSU-T
Jason Del Vicario

Debenture.Probably the best capital allocator in Canada. He likes this debenture, because it has a high yield of almost 7%. It is not well known and is under the radar. It also has an element of inflation protection. The yield is rather unique in that it is set at 6.5% plus the trailing CPI inflation rate. If you think inflation is going to pick up, you will get yield reset every year. Yielding 6.3%. (Note: This doesn’t qualify for the dividend tax credit, so Buy it in an RRSP, RIIF or a TFSA account.)

Price:
$687.000
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-18 TOP PICK Essential-Energy-Services-Ltd.
ESN-T
Josef Schachter

It has rolled over.  It is the largest coil tubing operator.  They have a book value of $1.14 and is trading half that.  It went from 50 cents to 2.18 and is now back down almost to that level.  Over half of the stock is held by institutions.  He will put it on his action buy list in the next couple of months.  (Analysts’ target: $1.05).

Price:
$0.590
Subject:
ENERGY & ENERGY SERVICE STOCKS
Bias:
BEAR on OIL
Owned:
No
2017-09-18 TOP PICK Gran-Tierra-Energy-Inc.
GTE-T
Josef Schachter

They are out of favour.  It is trading below proven reserves.  The CEO has a large holding along with a major shareholder.  He thinks it has a lot of upside and you could by it during tax loss selling.  (Analysts’ target: $4.60).

Price:
$2.630
Subject:
ENERGY & ENERGY SERVICE STOCKS
Bias:
BEAR on OIL
Owned:
No
2017-09-15 TOP PICK Atlantic-Gold-Corp
AGB-X
Dennis da Silva

A new producer in Canada. Unique and in Nova Scotia. They are opening their new mine, a Moose River consolidated mine project. It is going into production in October, and should be commercial by the end of the year. 85,000 ounces in 8.5 years. Sub-$600US an ounce production cost, so margins will be very robust. The ability to double from 2 satellite deposits, probably in 3 years, will more than double production. (Analysts’ price target of $2.17.)

Price:
$1.460
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-15 TOP PICK Parsley-Energy
PE-N
Eric Nuttall

This is his biggest E & P holding. 90% hedged next year, so it is really a production story and a delineation story. They are spending more money next year than this year on delineation. They’ve had really good success in the new zone where they have 600 locations. They’ll be growing more than 50% next year. Relatively healthy balance sheet and a good hedge position. Trading at a discount relative to other Permian producers. There is upside from them continuing to delineate the Wolf Camp C, because the economics are pretty outstanding on “finding costs” at about $5 a barrel. (Analysts’ price target is $38.)

Price:
$25.640
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-09-15 TOP PICK Paramount-Resources
POU-T
Dennis da Silva

Has been a great performer. He would say this had 3 lives in the last year. 1.) A poor performance in 2016 when it got caught in low commodity prices forcing them to sell almost $3 billion in assets to pare down from 60,000 to 10,000 BOE’s a day. 2.) Being a liquids rich producer grew the 10,000 to 30,000. Executed according to plan and the stock has probably gone from $13 to almost $25 through that process. 3.) Just acquired Apache Canada and merged with Trilogy, and now back to 90,000 BOE’s a day. (Analysts’ price target of $25.)

Price:
$23.240
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-15 TOP PICK ProPetro-Holding-Corporation
PUMP-N
Eric Nuttall

A pure play pressure pumper in the Permian Basin. Very clean balance sheet. Trading at 3.5X next year’s EBITDA, which is about half of its historical multiples. They have long-standing relationships with the best Permian players in the business. Very cheap. (Analysts’ price target is $18.50.)

Price:
$11.890
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-09-15 TOP PICK Surge-Energy-Inc
SGY-T
Dennis da Silva

They’ve been showing good discipline and right sizing their portfolio. Reduced debt from $450 million in mid-2014 to about $200 million. Has a much better balance sheet. Probably has a 15% rate of growth in an environment where oil is $50-$55. Dividend yield of 4.5%. (Analysts’ price target of $3.)

Price:
$2.050
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-15 TOP PICK U.-S.-Silica-Holdings
SLCA-N
Eric Nuttall

A fracing sand provider. Down 50% year to date on concerns of production coming out of Texas. While volumes are going to be increasing, when you cancel the type of sand coming from Texas, combined with demand growth overall, there will not be that massive glut everybody is concerned about. The stock is reflecting a doomsday scenario, which there is no basis of reality in. Trading extraordinary cheaply. Very, very strong balance sheet. Dividend yield of 0.9%. (Analysts’ price target is $40.)

Price:
$28.810
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-09-14 TOP PICK Allergan-PLC.
AGN-N
Paul Macdonald

They are known for Botox.  Aesthetics is a big part of their business as well as a great urology business and Gastro Intestinal business.  They sold their urology business and reinvested their cash into R&D.  It is very inexpensive.  (Analysts’ target: $271.50).

Price:
$223.700
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
Yes
2017-09-14 TOP PICK Avigilon-Corp
AVO-T
Bruce Campbell (2)

Makes high definition security cameras. They originally started mostly on the hardware side, but now are really starting to move into the software side. The artificial intelligence they have and the bundle between hardware and software is becoming more user-friendly, saving their users a lot of time and labour as well. (Analysts’ price target is $20.)

Price:
$17.890
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-14 TOP PICK Grande-West-Transportation-Group
BUS-X
Bruce Campbell (2)

The stock ran up and made a nice move in anticipation of everything happening, and now it is sort of execution for the management team. The stock pulled back giving it a really attractive entry point. They are now aggressively moving into the US with their US partner taking bus orders and starting to sell. There is also lots of room for growth in Canada. The US has 2 markets, municipalities and the private market for rental car, transportation at the airport, etc. Management guides towards 200 buses out the door this year and 300 for next year. (Analysts’ price target is $3.83.)

Price:
$2.570
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-14 TOP PICK Merck--and--Company
MRK-N
Paul Macdonald

He likes their leadership in drug therapies.  They have their HEP-C and diabetes franchises.  It is an easy hold for him.  They are well diversified.  They are number 3 in animal health products.  It has a PE of 15.5 times next year’s earnings.  (Analysts’ target: $70.00).

Price:
$66.120
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
Yes
2017-09-14 TOP PICK UnitedHealth-Group-Inc
UNH-N
Paul Macdonald

The dominant player in health insurance in the US.  They have a pharmacy benefit manager.  They are squeezing down costs and gaining business.  (Analysts’ target: $214.00).

Price:
$197.730
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
Yes
2017-09-14 TOP PICK Westport-Fuel-Systems-Inc
WPRT-T
Bruce Campbell (2)

This continues to be a huge growth area in the liquid natural gas and liquid propane markets for bigger users. The company has said they are going to be profitable starting in 2018. (Analysts’ price target is $3.00.)

Price:
$3.510
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-13 TOP PICK Alaris-Royalty
AD-T
Michael Sprung

Over the last 2 years, this company has had its share of setbacks, but most of that seems to be getting worked through. Recently one of the companies that provided a large chunk of their cash flow has redeemed, and people have been wondering what they are going to do. They’ve made the largest capital deployment in their history with the Sales Benchmark Index, which is a large consulting firm. That is going to go a long way. The key is that they put money into private businesses at a certain rate and then pay the dividends through to shareholders at a slightly lesser rate. Feels we are now going back on a path where there are going to be dividend increases going forward. Dividend yield of 7.7%. (Analysts’ price target is $24.)

Price:
$20.930
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-13 TOP PICK Altagas-Ltd
ALA-T
Paul Gardner, CFA

Incredibly cheap, and mispriced. The market doesn’t like that they made a transformational acquisition of WGL, the US utility. It is going to have to go through a year’s worth of regulatory reviews, but it will double their earnings, and effectively their yields and dividends will increase in about a year’s time. They beat numbers last quarter. Dividend yield of 7.6%. (Analysts’ price target is $33.)

Price:
$27.590
Subject:
REITs, BONDS AND DIVIDEND STOCKS
Bias:
UNKNOWN
Owned:
Yes
2017-09-13 TOP PICK Baytex-Energy-Corp
BTE-T
Paul Gardner, CFA

A 6.625% bond maturing in 2021. Made a big acquisition in the Eagle Ford of Texas. You are getting nothing for the heavy oil business in Canada. If push came to shove, as the debt holder, he will get the Eagle Ford asset if it is ever restructured.

Price:
$3.340
Subject:
REITs, BONDS AND DIVIDEND STOCKS
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 30 of 24,385 entries
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